Latest Financial Consultant jobs in West Hartford, CT

20 Financial Consultant Jobs in West Hartford, CT

Financial Consultant - West Hartford, CT Fidelity Investments - West Hartford, United States The Skills You Bring You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts... Competitive Yesterday
VP, Financial Consultant - West Hartford, CT Charles Schwab - West Hartford, United States culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial Competitive 22 days ago
Oracle Fusion EPM Consultant with Intelligent Planning Management (IPM) Smart IT Frame LLC - Hartford, CT, United States Role: Oracle Fusion EPM Consultant with Intelligent Planning Management (IPM) Location: Remote Duration: 12 + Months Job Description: Financial planning (Strong Financial and Functional background 10 days ago
Investments Operations Consultant Fidelity Investments - Hartford, United States Job Description: Phone Financial Consultant “Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful Competitive Yesterday
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- What are the roles and responsibilities for Financial Consultant?
- A Financial Consultant advises companies, governments, conglomerates, and investors on fiscal matters. Consultants use their knowledge of real estate, stocks, bonds, assets, risks, and investments to help their clients increase their personal earnings, business revenues, real estate holdings, or other financial returns.
  
  These professionals may call themselves by other titles including financial adviser, or financial analyst. Financial advisers utilize their skills in negotiating, networking, forecasting, and managing fiscal accounts to source prospective clients, promote monetary products, and offer quality service to clients.
  
  Consultants can earn good to very lucrative salaries. They work in financial institutions, businesses, their own consultant agencies, client homes and anywhere they can use their skills.
  
  A Financial Consultant usually performs many of the following tasks:
  
  • Helping clients set financial objectives
  • Advising customers on fiscal responsibilities
  • Evaluating investments
  • Advising on asset management
  • Helping clients source funding
  • Assisting patrons with planning for retirement
  • Working in real estate investment
  
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- What are the required skills for Financial Consultant?
- • Analyzing fiscal market data
  • Propensity for numeric and statistical data
  • Organizational responsibilities
  • Handling stress
  • Meeting deadlines
  • Consistency and quality
  • Being persuasive
  • Being able to network
  • Business shrewdness
  • Creating presentations and reports
  • Listening and communication
  • Developing a record of accomplishments
  • Technical and pecuniary know-how
  
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- Is my educational background ideal for Financial Consultant?
- Financial Consultants require a Bachelor's Degree in Finance or a Business related field. They must also procure the relevant job or consulting license to operate in their state. They may also possess certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Chartered Financial Consultant (ChFC). A CPA or MBA is also valuable. These certifications give employers assurances in the expertise that they will be receiving. Consultants must be very up-to-date of economic trends and developments.
  A Financial Consultant may specialize in any of the following areas:
  
  •    Statistics
  •    Finance
  •    Economics
  •    Mathematics
  •    Accounts
  •    Business administration
  
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Financial Consultant - Smithfield, RI Fidelity Investments - Hartford, United States Job Description: Phone Financial Consultant “Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful Competitive 8 days ago
PeopleSoft Financials Techno Functional Consultant BayOne Solutions - Hartford, CT, US PeopleSoft Financials Techno Functional consultant with 7-12 years of experience. Excellent functional knowledge working with the AP, GL, and T&E modules. Excellent technical skills working 13 days ago
Investments Operations Consultant Fidelity Investments - Hartford, United States Job Description: Phone Financial Consultant “Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful Competitive 25 days ago
Financial Consultant - Smithfield, RI Fidelity Investments - Hartford, United States Job Description: Phone Financial Consultant “Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful Competitive 15 days ago
Data Visualization Consultant CVSHealth - Hartford, CT Intelligence, Automation, & Analytics organization, you’ll have the opportunity to become a trusted consultant to the CFO organization, deriving meaning and insights from a massive amount of financial data 26 days ago
Financial Consultant Empower - Hartford, United States that matter to you and experience a truly inclusive work environment. Your future starts now. This position can be done fully remote! What you will do As a Financial Consultant (Retirement Consultant Competitive 22 days ago

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